Wealth Management Financial Planner

New York City, New York
Salary commensurate with experience
Jul 30, 2021
Aug 29, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Merrill Lynch Wealth Management Financial Planner

Seeking a Financial Planner that will work closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. They are focused on understanding clients’ needs and goals proactively identifying strategic planning and investment opportunities to better meet client’s financial objectives. They drive the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment management. Series 7, 63/65 or 66 or equivalent required.   CFP® or CPWA® designation preferred.

Contact information:

Ivette Plaza

Merrill Lynch